1. Completed Application: (Additional Application forms needed for each partner/shareholder if primary ownership is less than 67%)
  2. Bank Statements: latest 6 months, interim bank deposit report if application is made past the 10th of the month.
  3. Aging Reports: A/R, A/P
  4. Financial Statements: latest YTD interim, Last annual
  5. Projections: (if possible)